PORTFOLIO OF GOALS

Live / Applied — New application — not yet assigned to an examiner (as of 18 Mar 2026)

What this means for you

Not registered yet, but its 18 Mar 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.

Record

Serial number
99709995
Mark type
Stylized text
Filed
18 Mar 2026
Attorney of record
C. Cheshire Rigler

Goods and services

  • Class 036 — Insurance and financial services: Financial planning; Financial consultation; Financial advice; Providing information in the field of finance via a website; Providing information in the field of finance; Financial advisory services; Financial consultancy services

Owner

Prosecution history

  • 18 Mar 2026 — APPLICATION FILING RECEIPT MAILED
  • 18 Mar 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
  • 18 Mar 2026 — NEW APPLICATION ENTERED

View this trademark record on Marksy